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Beaumont Financial Advisors, LLC: FBTC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaumont Financial Advisors, LLC on FBTC, newest first. How the timeline and the estimate are built.

Beaumont Financial Advisors, LLC held 453,008 FBTC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 453,008 shares
    Change vs previous 13F +7,705 shares

    1.47% of the 13F portfolio, value $23,126,045.

    13F-HR 0001957394-26-000006 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 445,303 shares
    Change vs previous 13F -2,902 shares

    1.81% of the 13F portfolio, value $26,286,220.

    13F-HR 0001957394-26-000004 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 448,205 shares
    Change vs previous 13F -15,418 shares

    2.25% of the 13F portfolio, value $34,166,647.

    13F-HR 0001957394-26-000002 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 463,623 shares
    Change vs previous 13F -10,617 shares

    3.09% of the 13F portfolio, value $46,274,230.

    13F-HR 0001957394-25-000014 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 474,240 shares
    Change vs previous 13F -13,314 shares

    3.22% of the 13F portfolio, value $44,573,835.

    13F-HR 0001957394-25-000009 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 487,554 shares
    Change vs previous 13F -3,700 shares

    2.75% of the 13F portfolio, value $35,089,274.

    13F-HR 0001957394-25-000006 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 491,254 shares
    Change vs previous 13F -6,453 shares

    3.01% of the 13F portfolio, value $40,076,462.

    13F-HR 0001957394-25-000003 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 497,707 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $27,637,681.

    13F-HR 0001957394-24-000012 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).